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Welcome to your Risk Profile
Date of Birth
1. What is your age group?*
2. What is Your Investment Amount?
Less than 2 lacs
3. Investment Goal ?*
Capital Appreciation and Regular Income
4. What is Your Preferred Investment Type?
Short Term Positional
Long term Positional
5. What is your preferred segment?
6. How long have you been Investing?
7. What is your annual Income?
Above 7 Lac
8. Size of your Emergency Fund?
1-3 Month Income
3-6 Month Income
06-12 Month Income
9. Source of Income ?
House Rent Income
Business & Profession
10. Risk Tolerance Ratio ?
11. What is your preference low risk, low return or high risk, high return?
Low Risk, Low Return.
High Risk, High Return.
12. When market is not performing well do you prefer to buy risky investments and sell less risky investments ?
Do not prefer
Strongly do not prefer
13. Percentage of Monthly Income is allocated to pay off debt [all EMIs]?
Greater than 50%
14. What would you do if there is a drop of in value in one of your investments?
Book your loss and invest in fixed deposits or bonds.
Hold on till the share comes back to your cost price and sell It
Do not bother because you had done enough research on the company
Average your cost by investing another same amount at a lower price
15. How secure is your current and future income from sources?
Number of complaints
At the beginning of the month
Received during the month
Resolved during the month
Pending at the end of the month
Reasons for pendency